J.W. Cole Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
3,158
+281
| +10% | +$82.5K | 0.02% | 694 |
|
|
2025
Q1 | $861K | Buy |
2,877
+916
| +47% | +$274K | 0.03% | 587 |
|
|
2024
Q4 | $587K | Buy |
1,961
+5
| +0.3% | +$1.5K | 0.02% | 556 |
|
|
2024
Q3 | $712K | Hold |
1,956
| – | – | 0.03% | 481 |
|
|
2024
Q2 | $563K | Buy |
1,956
+65
| +3% | +$18.7K | 0.03% | 499 |
|
|
2024
Q1 | $542K | Buy |
1,891
+16
| +0.9% | +$4.58K | 0.03% | 513 |
|
|
2023
Q4 | $572K | Buy |
+1,875
| New | +$572K | 0.03% | 449 |
|
|
2023
Q2 | – | Sell |
-1,396
| Closed | -$422K | – | 804 |
|
|
2023
Q1 | $422K | Buy |
1,396
+17
| +1% | +$5.14K | 0.03% | 485 |
|
|
2022
Q4 | $386K | Sell |
1,379
-123
| -8% | -$34.5K | 0.03% | 481 |
|
|
2022
Q3 | $440K | Buy |
1,502
+1
| +0.1% | +$293 | 0.04% | 425 |
|
|
2022
Q2 | $469K | Sell |
1,501
-91
| -6% | -$28.4K | 0.04% | 423 |
|
|
2022
Q1 | $621K | Buy |
1,592
+168
| +12% | +$65.5K | 0.04% | 393 |
|
|
2021
Q4 | $534K | Buy |
+1,424
| New | +$534K | 0.03% | 444 |
|
|
2020
Q4 | – | Sell |
-2,463
| Closed | -$549K | – | 828 |
|
|
2020
Q3 | $549K | Buy |
+2,463
| New | +$549K | 0.04% | 400 |
|